Kanban boards lead management comes in handy when managing leads can be difficult. You need to keep track of the different stages of the buying process. It’s a lot easier to manage
a team in a company when you have a physical office. The size and layout of your office is limited, so it’s easier to have
everyone in one place at the same time. But what happens when your office is virtual? That’s where Kanban boards come into
This article will show you how to use Kanban boards for more effective lead management.
What is a Kanban Boards?
The Kanban concept is about managing what’s called the “flow of value.” This applies to any business, but it especially applies
to service-based businesses like consulting.
The Kanban board is a tool that helps you keep track of your leads and manage the process in which they progress through
different steps in their buyer’s journey. The goal is to prevent bottlenecks during the buying process so that you can close more
There are two main parts of a Kanban board: the board itself and cards that are attached to it. You can add as many columns
for stages as you would like on your board. Cards can be moved from one column to another or from one row to another as
needed. When a card is added, it gets placed at the top of its column or row.
As people progress through their buying process, they move cards through these columns and rows, allowing you to see where
they are at all times so you know how much work needs to be done.
Why You Should Use Kanban Boards for Effective Lead Management
According to a Pew Research Center survey, the average American spends about 5.4 hours per day on their smartphone. That’s a lot of time on one device.
As a result, it is important that you understand how to manage your leads effectively in order to keep up with the demands of your business.
and JIRA (Jabber Interactive Real-time). They can help you maintain control over your leads from start to finish and ensure
that you are taking care of your leads at every step of the way.
A Kanban board is simply a list that displays cards for each stage of the sales process. For example, if you are selling cars,
there could be cards for “pre-sale inquiries”, “inquiries”, “interested prospects”, and “clients.” In order to use a Kanban board
effectively, it is important that every stage has its own board so that they are easy to locate when needed.
This helps streamline management and allows you to have visibility over all of your leads at any given moment
How To Setup A Kanban Boards
A Kanban board can help you manage your leads more effectively. There are many ways to use a Kanban board for lead management, but we’ll focus on two of the most common applications here.
First, you put your leads into categories and set up the cards in order of importance. Next, you assign tasks that represent where each lead is in the process to different team members and update cards accordingly.
One of the best ways to use a Kanban board is in an online meeting. Make sure everyone on your team has a computer with
access to see your Kanban board while meeting. If they don’t have one, create a virtual version so everyone can see what’s
going on and what needs attention at any time. This way, if someone needs to leave or take a break, they won’t miss anything important happening in the process because they’ll just be able to look at the board when they return later.